At Crystal Peak Wealth, we unlock the door to financial freedom and security, helping you to live the dreams you dare to dream. Our dedicated team of financial experts is here to offer you personalized advice, innovative solutions, and steadfast support. With a foundation built on trust and excellence, we strive to be your preferred partner in wealth creation and management.
Alliances & Associates
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Our Services
Dematerialization of Physical Shares
We help you embrace the future of investments with our streamlined dematerialization services, ensuring your investments are efficient and secure.
Real Estate Investments
We tailor domestic and international investment opportunities for you in the real estate market, ensuring secure and valuable additions to your portfolio.
Mutual Funds
Investing in mutual funds? Benefit from our diversified professional portfolios that cater to various investment appetites and goals.
Unlisted Equity , Pre-IPO investments
With Crystal Peak Wealth solutions, discover early investment opportunities in high-potential companies before they hit the public market with exclusive access to future market leaders.
Insurance
With Crystal Peak Wealth, protect your future with our comprehensive insurance solutions, designed to give you peace of mind across life and health domains.
Corporate Fixed Deposits
We assist you in investing in corporate fixed deposits with attractive interest rates, providing a steady income stream with high safety.
Physical to Demat Services
- Transfer of Physical Shares to Demat
- Transmission of Shares
- IEPF Claim
- Rectify IEPF Discrepancy
- Recovery of Shares / Dividends from IEPF
- Name Change OR Name Deletion
- IEPF Rejections
- Unclaimed Dividends
- Recovery of Shares from Suspense A/c
- Lost Shares (Duplicate Shares)
- Signature Mismatch
- Approval Pending in IEPF
Some Achievements
65 Crores
Assets under management
20 + years
Average Professional Experience
Partner With Us
Join us on our mission to redefine financial services. At Crystal Peak Wealth, we seek partners who share our vision of providing exceptional, client-centric financial solutions.
Testimonials
Get In Touch
Make an Appoinment
WeWork, 1st Floor Oberoi Commerz2, Goregoan East, Mumbai - 400063
Our Team
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FAQs
Dematerialization converts physical shares into electronic format, enhancing security, reducing costs, and simplifying transactions.
Our real estate investment service provides global opportunities customized to your financial goals, focusing on passive income and capital appreciation.
Our mutual funds service offers diversified portfolios managed by professionals, combining risk reduction with growth potential.
Yes, our corporate fixed deposits offer attractive interest rates and the security of investments with reputable firms, which is suitable for securing loans.